WAS
WESPAC Advisors SoCal’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
50,603
+15,128
| +43% | +$3.19M | 2.38% | 15 |
|
|
2025
Q1 | $5.7M | Buy |
35,475
+2,891
| +9% | +$465K | 1.48% | 28 |
|
|
2024
Q4 | $5.4M | Buy |
32,584
+19,797
| +155% | +$3.28M | 1.22% | 28 |
|
|
2024
Q3 | $2.01M | Buy |
12,787
+2,092
| +20% | +$329K | 0.47% | 50 |
|
|
2024
Q2 | $1.5M | Buy |
+10,695
| New | +$1.5M | 0.38% | 50 |
|
|
2019
Q2 | – | Sell |
-134
| Closed | -$12K | – | 322 |
|
|
2019
Q1 | $12K | Buy |
+134
| New | +$12K | 0.01% | 220 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 243 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 222 |
|
|
2018
Q2 | – | Sell |
-134
| Closed | -$11K | – | 257 |
|
|
2018
Q1 | $11K | Hold |
134
| – | – | 0.01% | 190 |
|
|
2017
Q4 | $11K | Hold |
134
| – | – | 0.01% | 186 |
|
|
2017
Q3 | $10K | Buy |
+134
| New | +$10K | 0.01% | 203 |
|